An engagement letter is a crucial document that formally outlines the scope of work, responsibilities, and fee arrangements between a service provider (e.g., accountant, lawyer, consultant) and their client. It serves as a contract, preventing misunderstandings and protecting both parties. A well-drafted engagement letter establishes clear expectations, minimizing the risk of disputes and ensuring a smooth working relationship. It also helps to comply with professional standards and legal requirements.
This article provides 14 sample engagement letters covering various scenarios. While these are templates, it’s vital to customize them to fit the specific services you’re providing and the individual needs of each client. Pay close attention to the details and seek legal advice when needed to ensure your engagement letters are comprehensive and legally sound. Remember, a solid engagement letter is an investment in a long-term, successful client relationship.
Engagement Letter Samples
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Sample 1: Basic Consulting Engagement
[Your Letterhead]
[Date][Client Name]
[Client Address]Dear [Client Name],
This letter confirms the terms of our engagement for providing consulting services. We will [briefly describe the services]. Our fees will be [state the fee structure and payment terms]. We look forward to working with you.
Sincerely,
[Your Name/Company Name] -
Sample 2: Accounting Services Engagement
[Your Letterhead]
[Date][Client Name]
[Client Address]Dear [Client Name],
This letter outlines the terms under which we will provide accounting services, including [specific services, e.g., bookkeeping, tax preparation]. You are responsible for providing accurate and timely information. Our fees are based on [fee structure, e.g., hourly rate, fixed fee]. Please sign and return a copy of this letter to indicate your agreement.
Sincerely,
[Your Name/Company Name] -
Sample 3: Legal Services Engagement
[Your Letterhead]
[Date][Client Name]
[Client Address]Dear [Client Name],
This letter sets forth the terms of our representation of you in the matter of [briefly describe the legal matter]. Our responsibilities include [list key responsibilities]. Your responsibilities include [client responsibilities]. Our fees are [fee structure] and we require a retainer of [amount]. Please review and sign this letter to acknowledge your understanding and agreement.
Sincerely,
[Your Name/Company Name] -
Sample 4: Marketing Services Engagement
[Your Letterhead]
[Date][Client Name]
[Client Address]Dear [Client Name],
This letter confirms our agreement to provide marketing services, including [list services, e.g., social media management, SEO]. We will [describe key deliverables]. Our fees are [fee structure], payable [payment schedule]. We require your approval on all marketing materials prior to publication.
Sincerely,
[Your Name/Company Name] -
Sample 5: Website Design Engagement
[Your Letterhead]
[Date][Client Name]
[Client Address]Dear [Client Name],
This letter outlines the terms of our agreement to design and develop your website. The project will include [list key features and pages]. You are responsible for providing all content and images. The total cost for the project is [amount], payable in [payment schedule]. We will provide [number] revisions based on your feedback.
Sincerely,
[Your Name/Company Name] -
Sample 6: Photography Services Engagement
[Your Letterhead]
[Date][Client Name]
[Client Address]Dear [Client Name],
This letter confirms our agreement to provide photography services for [event/purpose] on [date]. The package includes [description of services and deliverables]. The total cost is [amount], with a deposit of [amount] required. You will receive [number] edited images. Copyright remains with [photographer/company].
Sincerely,
[Your Name/Company Name] -
Sample 7: Real Estate Agent Engagement (Buyer)
[Your Letterhead]
[Date][Client Name]
[Client Address]Dear [Client Name],
This letter confirms our agreement to represent you as your buyer’s agent. We will assist you in finding a suitable property and negotiating the purchase. Our commission will be [percentage] of the purchase price, payable by the seller. This agreement is valid for [duration].
Sincerely,
[Your Name/Company Name] -
Sample 8: Real Estate Agent Engagement (Seller)
[Your Letterhead]
[Date][Client Name]
[Client Address]Dear [Client Name],
This letter confirms our agreement to represent you in the sale of your property located at [property address]. We will market your property and negotiate the sale. Our commission will be [percentage] of the sale price, payable upon closing. This agreement is valid for [duration].
Sincerely,
[Your Name/Company Name] -
Sample 9: Tutoring Services Engagement
[Your Letterhead]
[Date][Client Name]
[Client Address]Dear [Client Name],
This letter outlines the terms for tutoring services for [student name] in [subject]. Sessions will be [duration] long and held [frequency]. The fee is [amount] per session. You are responsible for providing necessary materials. Please notify us 24 hours in advance for cancellations.
Sincerely,
[Your Name/Company Name] -
Sample 10: Music Lesson Engagement
[Your Letterhead]
[Date][Client Name]
[Client Address]Dear [Client Name],
This letter confirms the terms for music lessons for [student name] on the [instrument]. Lessons will be [duration] long and held [frequency]. The fee is [amount] per lesson. Students are responsible for bringing their instruments and materials. Missed lessons require 24-hour notice.
Sincerely,
[Your Name/Company Name] -
Sample 11: Event Planning Services Engagement
[Your Letterhead]
[Date][Client Name]
[Client Address]Dear [Client Name],
This letter confirms our agreement to provide event planning services for your [event type] on [date]. Our services include [list key services, e.g., vendor selection, budget management]. Our fee will be [fee structure]. We require a deposit of [amount].
Sincerely,
[Your Name/Company Name] -
Sample 12: Interior Design Services Engagement
[Your Letterhead]
[Date][Client Name]
[Client Address]Dear [Client Name],
This letter outlines the terms for our interior design services. The project includes [scope of work]. Our fee will be [fee structure], plus the cost of materials. We will present you with design options and obtain your approval before proceeding. Please sign and return a copy of this letter.
Sincerely,
[Your Name/Company Name] -
Sample 13: Home Cleaning Services Engagement
[Your Letterhead]
[Date][Client Name]
[Client Address]Dear [Client Name],
This letter confirms our agreement to provide home cleaning services. Services include [list of cleaning tasks]. We will clean your home [frequency] for a fee of [amount] per cleaning. You are responsible for providing cleaning supplies and equipment, or we can provide them for an additional fee.
Sincerely,
[Your Name/Company Name] -
Sample 14: Freelance Writing Services Engagement
[Your Letterhead]
[Date][Client Name]
[Client Address]Dear [Client Name],
This letter confirms our agreement for freelance writing services. We will write [type of content, e.g., blog posts, articles] on [topics]. The fee is [amount] per [unit, e.g., word, article]. You will provide all necessary information and sources. Copyright will be transferred to you upon full payment.
Sincerely,
[Your Name/Company Name]
In conclusion, using a comprehensive engagement letter is vital for building strong client relationships and protecting your business. These samples offer a starting point, but remember to tailor each letter to the specific scope, terms, and legal requirements of your engagement. Consulting with a legal professional can ensure your engagement letters are robust and compliant with all applicable laws.
